Summary
When setting up your Membership Types, you can choose whether memberships are for Individuals or Groups. This article covers the process of adding group members when your Membership Type is set up for Group Registration. (Learn more about setting up Group Memberships here.)
Member Portal Experience
When a member logs into the Member Portal, they'll be able to:
View all current members in their group
Add new group members
Renew the group membership
Cancel the group membership
Edit information for any group member
Remove group members
This gives members full control over managing their group directly from the portal.
Description of screenshot: Displaying a Group in the Member Portal
How to Add a New Group Member
Looking for a quick walkthrough? Here’s how members can add someone to their group:
Log in to the Member Portal
Click the "Add New Member" button
Fill out the registration form for the new group member
Submit the form — and you’re done! 🎉
As long as the group hasn’t reached its member limit, new members can be added seamlessly.
Frequently Asked Questions
Can there be a limit to how many members can be in a Group?
Yes! On your Membership Type, you can set an 'Order Quantity Limit' which sets a maximum number of group members. For example, if you set this limit to '5' -- then your members won't be allowed to add a sixth member to their group.
Is there a minimum number of group members required?
Yes, there can be. You can also set an 'Order Quantity Minimum' for a group Membership Type. This means the group must maintain at least a certain number of members at all times.
For example, if the minimum is set to 3, the group must have at least 3 members. If a member tries to remove someone that would bring the group below this threshold, the system will prevent the deletion until the minimum is met.
This ensures the group stays within the required size range for that Membership Type.
Description of screenshot: Showing where to edit the Order Quantity Limit and Minimum.
